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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,395 | $49,896+15.0% | $80,627-28.8% | $75,173-23.6% |
| Participation rate | 68.6% | 55.3%+13.2pp | 67.0%+1.6pp | 67.2%+1.4pp |
| Annual return | 15.22% | 34.67%-19.4pp | 936.76%-921.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,483 | $1,699-12.7% | $2,723-45.5% | $2,671-44.5% |
| Participant deferral / active EE | $2,181 | $2,992-27.1% | $4,443-50.9% | $4,126-47.1% |
| Admin fee / account holder | $3,535 | $3,578-1.2% | $5,381-34.3% | $5,651-37.4% |